Entirely Sales

Edit customer

Contacts

Opportunities

Activities

Request a new customer

The customer is created in Salesforce as requested. Sales Ops and Credit Control approve it; it is then created in NetSuite and its number comes back here.

Legal name Exactly as it should appear on the invoice, including the legal form (GmbH, AG, Ltd). Street and number Postcode City Country VAT number As the tax authority issues it, for example DE123456789. Invoicing company The Entirely company that sends the invoice. Payment term Invoice email Where the customer receives invoices, often a mailbox. NetSuite sends them there. Left empty, the contact person's email is used when they are the invoice contact. Currency Phone optional Website optional

Customer Contact Person

The person at the customer you deal with, not someone from Entirely. If they are already a contact of this customer, the same email finds them.

First name Last name Email Phone optional

Type

General Invoice

Invoice: receives the customer's invoices.

Log an activity

My open opportunities

New quote

What is sold

Subscription Project (services only)

Entirely OS and products on top, with any services.

Contract start Starts upon provisioning

Term, months 1 to 99; under 12 months adds approvers.

Customer

A new customer pays a setup fee; an existing one does not.

Professional services

Days × the day rate, billed once

Day rate, list Day-rate discount % On every package. Delivered by The brand whose services are invoiced.

Price adjustments

Discount % On every item that may be discounted; approval follows from it. Price increase % On every priced item, after any discount. No approval needed.

Terms

Contracting entity The Entirely company that sells and invoices. It heads the customer copy; needed before the quote goes out. Payment terms Above Net 30 the CFO and CEO approve. Billing frequency Printed on the order form, and how the subscription is invoiced once signed. Invoice date optional

Exceptions each adds approvers

Ad hoc provision Printed on the order form as an additional provision. It needs seven approvals.

Deal flags

Strategic account Competitor price match

Each adds the CCO's approval.

Send for signature

The order document goes to the customer's signatory through DocuSeal, who emails them a link to sign it online. When they have signed, the app records the signature, as "Customer signed" does, and puts the signed PDF and DocuSeal's audit trail on the opportunity. Finance then completes the sale.

Customer signed

The customer signed this quote. This turns it into the opportunity's products and contract details. The opportunity stays open: Finance completes the sale, which closes it as won and creates the contract. Contract orders then makes the NetSuite Sales Order; the opportunity shows where it stands.

Products, for the whole term

Contracting entity The Entirely company that sells and invoices. It is saved on the opportunity as you choose it.

Signed sales to complete

The customer signed; completing the sale closes it as won and creates the contract in Salesforce. Contract orders then makes the NetSuite Sales Order, or says why it cannot yet.

Products on the contract

Check the signed order and the details on the left. Completing sets the opportunity to Closed Won and creates the contract. If Contract Management refuses, the sale stays open and the reason is shown.

Waiting for your approval

Lines

Approval

New opportunity

A deal you are working on with a customer. It is created in Salesforce under your name.

Customer

Product The main product you are selling. Every quote is built on Entirely OS; more products can be combined in the quote. Opportunity name A short title for the deal, so you and the team recognise it in lists. Not a person's name. Expected close date When you expect the customer to sign. Sales stage The percentage is how much of the value the pipeline counts at this stage. Estimated annual value What the customer will pay per year, excluding VAT. A rough figure is fine; it becomes exact once products are added. Currency

Customer Contact Person

The person at the customer you deal with, not someone from Entirely. If they are already a contact of this customer, the same email finds them.

First name Last name Email Phone optional

Type

General Invoice

Invoice: receives the customer's invoices.

Sales

Signing you in

My work

Customers

Edit customer

Contacts

Opportunities

Activities

Request a new customer

Customer Contact Person

Log an activity

New contact person

My open opportunities

Quotes

New quote

Professional services

Terms

Customer copy

Send for signature

Customer signed

Products, for the whole term

Signed sales to complete

Products on the contract

Waiting for your approval

Lines

Ad hoc provision

Justification and note from the seller

Approval

New opportunity

Customer Contact Person